ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

1,803 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 773 increasing their positions, 577 reducing their positions, and 78 closing their positions.

Holders
1,803
Holders Change
+78
Holders Change %
+4.52%
% of All Funds
26.23%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
1.03%
New
181
Increased
773
Reduced
577
Closed
78
Calls
$1.08B
Puts
$1B
Net Calls
+$73.4M
Net Calls Change
+$431M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.97B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.36B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.51B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.1B

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$78.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.52B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$7.05B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$32.9M
5
WCM Investment Management
5
WCM Investment Management
California
$545M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
1776
Wetzel Investment Advisors
Indiana
$4.39K – – –
TCM
1777
TruNorth Capital Management
Michigan
$4K -$3.56K -8 -47%
WIM
1778
Westside Investment Management
California
$4K +$4K +9 New
ECM
1779
Everence Capital Management
Indiana
$3.68K – – –
GIA
1780
GHP Investment Advisors
Colorado
$3.56K – – –
TAM
1781
Tucker Asset Management
Colorado
$3.56K – – –
AP
1782
Aspect Partners
Virginia
$3.56K – – –
PS
1783
PayPay Securities
Japan
$3.56K +$3.11K +7 +700%
Twin Tree Management
1784
Twin Tree Management
Texas
$3.11K -$3.46M -7,767 -100%
HFS
1785
Horizon Financial Services
North Carolina
$3.11K – – –
PA
1786
Pineridge Advisors
Missouri
$3.11K – – –
AAG
1787
Armstrong Advisory Group
Massachusetts
$3.11K +$3.11K +7 New
LIA
1788
Lynx Investment Advisory
District of Columbia
$3.11K +$3.11K +7 New
HFM
1789
Hartford Financial Management
Connecticut
$2.67K – – –
PGAM
1790
Princeton Global Asset Management
New Jersey
$2.67K +$2.67K +6 New
BSB
1791
Bangor Savings Bank
Maine
$2.67K +$2.67K +6 New
RWM
1792
Ruedi Wealth Management
Illinois
$2.22K +$2.22K +5 New
EFMH
1793
E Fund Management (HK)
Hong Kong
$2K +$2K +5 New
CAM
1794
ClariVest Asset Management
California
$1.78K – – –
WA
1795
WestEnd Advisors
North Carolina
$1.78K -$890 -2 -33%
SWA
1796
SOA Wealth Advisors
New York
$1.34K – – –
GWSA
1797
Global Wealth Strategies & Associates
Colorado
$1.34K – – –
PI
1798
PEAK6 Investments
Illinois
$1.03K -$7.53M -14,613 -100%
DFA
1799
DHJJ Financial Advisors
Illinois
$890 – – –
FHC
1800
First Heartland Consultants
Missouri
$787 +$10 +22 +1%
70 71
72
73 74